Camille Dircks
Atlanta,GA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Experienced in reviewing financial documents and digital records. Effective at directing, monitoring and inspiring team members to complete accurate and timely investigations and reports. Talented in training employees, solving complex problems and making sound decisions.
Overview
12
12
years of professional experience
Work History
Sr. Branch Banker
PNC Bank
09.2021 - Current
- Built high performing team through attraction, on-boarding, coaching and development of branch team members.
- Responsible for acquiring and retaining talent through effective onboarding, coaching and development.
- Made talent development priority for all branch team members and Ensured employees achieve performance and activity expectations through effective and ongoing performance management and quarterly
- Operational Activity Reviews.
- Supported Regional director with special projects and additional job duties.
- Conducted financial due diligence on potential investments and acquisitions.
- Developed strategic plans for day-to-day operations.
Financial Service Rep
TD Bank
North Miami Beach, FL
02.2019 - 05.2021
- Demonstrate exceptional relationship building skills to provide clients with additional products and services with increased store Revenue.
- Trained my team members on identifying sales opportunity and how and when to make qualified referrals to identifying needs and presenting appropriate solutions for those needs.
- Help Drive store Revenue to 128% over Goal
- Helped Store Management becoming Top 3 Store in footprint.
- Maintained up-to-date knowledge of product and service changes within Financial sector.
Financial Services Rep
Coastal Wealth
09.2017 - 01.2019
- Managed internal database with sensitive financial information.
- Proactively sought after and engaging with potential clients or centers of influences which leads to Quality introductions, expanding client awareness of my firm's products and services.
- Conducted client meetings in accordance with structure and processes that insured maximization of sales opportunity and ability to uncover client needs, ensuring our clients were provided holistic approach to financial planning.
- Managed client financial portfolios to minimize risk and optimize returns.
- Produced financial statements and reports to comply with regulations.
Client service representative
Bank Of America
02.2015 - 07.2017
- Develop and maintain relationship with customers to maximize sales opportunities with goal of acquiring 100% of client's financial service business.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted available products and services to customers during service, account management, and inbound calls.
Realtor
Terra Realty
04.2012 - 09.2016
- Advertised client properties through websites, social media, and real estate guides.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Conducted comprehensive market analysis to identify opportunities for investors.
- Effectively communicate and build connections with high-end clients leading negotiated staging and listing terms of 4 to 8 properties.
- Liaised between buyers and sellers to provide positive experiences for both parties.
Education
Corporate Communications - Business Communications
Cornell University
San Francisco, CA03.2023
Associate of Applied Science - User Interface Designer
BrainStation
New York, NY05.2021
No Degree - 2-15 Life And Annuity
Department of Financial Education
Miami, FL09.2017
Associate of Arts - Business Administration
University of Technology
Saint Andrew, Jamaica05.2008
Associate of Applied Science - Electrical Engineering
Josi Martie Technical
Saint Catherine Jamaica05.2002
Skills
- Lead Generation
- Banking Services
- Team Leadership
- Marketing
- Consultative Selling
- User Experience Design (UX)
- Financial Consulting
- Outbound Calling
- Customer Support
- Client Relations
- Microsoft Office
- Providing Feedback
- Client Needs Assessment
Timeline
Sr. Branch Banker
PNC Bank
09.2021 - Current
Financial Service Rep
TD Bank
02.2019 - 05.2021
Financial Services Rep
Coastal Wealth
09.2017 - 01.2019
Client service representative
Bank Of America
02.2015 - 07.2017
Realtor
Terra Realty
04.2012 - 09.2016
Corporate Communications - Business Communications
Cornell University
Associate of Applied Science - User Interface Designer
BrainStation
No Degree - 2-15 Life And Annuity
Department of Financial Education
Associate of Arts - Business Administration
University of Technology
Associate of Applied Science - Electrical Engineering
Josi Martie Technical
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